High Net Worth Advisory Group’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,564
| Closed | -$120K | – | 537 |
|
|
2022
Q4 | $120K | Hold |
1,564
| – | – | 0.05% | 232 |
|
|
2022
Q3 | $111K | Hold |
1,564
| – | – | 0.05% | 230 |
|
|
2022
Q2 | $132K | Sell |
1,564
-69
| -4% | -$5.82K | 0.05% | 220 |
|
|
2022
Q1 | $133K | Buy |
1,633
+500
| +44% | +$40.7K | 0.05% | 223 |
|
|
2021
Q4 | $89K | Buy |
+1,133
| New | +$89K | 0.03% | 273 |
|